CFO and Controller Services That Help Your Business Keep More Cash and Generate More Profits

Who We Are

CFO Strategies is a firm of senior executives with extensive experience in a wide range of industries, including domestic and international companies of all sizes.

What this means to you:
You will now have on your management team, senior professionals with the business savvy and practical business and personal experience to help you achieve your goals and objectives.

What We Do

CFO Strategies provides you with chief financial officer services, controller-level accounting and reporting services, and bookkeeping. These services are specifically tailored to meet your specific circumstances and needs in an affordable way.

What this means to you?

CFO Strategies professionals have proven track records of success as chief financial officers and controllers. Your CFO Strategies team has extensive technical and industry knowledge and prides themselves on bringing creative ideas and innovative solutions to your business challenges.

Our Services

CFO Strategies provides you with chief financial officer services, controller-level accounting and reporting services, and bookkeeping. These services are specifically tailored to meet your specific circumstances and needs in an affordable way.

Cash Management

Managing cash is the most important, yet most stressful, function for business owners and management of many emerging and growing businesses.

Cash Management

Many of these companies need help in managing their cash balances and cash flows. Management often” has a feel” for their cash positions and lacks the tools and processes that will let them know their existing and changing cash positions. Consequently, management often struggles to manage cash, meet obligations, and anticipate cash needs for changing business conditions.

Financial Reporting

Many growing companies do not have a clear understanding of how their businesses are doing and lack the information they need timely enough to adjust their plans and actions to changing economic or industry conditions.

Financial Reporting

Many of these businesses do not have the budget for a seasoned financial officer or a strong back-office staff. The financial functions are often performed by the owner/entrepreneur who started the business, who has the business know-how but not the skills of a financial professional or CPA. Many businesses with great products, services, or entrepreneurial ideas have failed for lack of strong financial oversight.

Staffing and Staff Quality

Many small and mid-size businesses are run by families or have unique, specialized skills designed to make products or provide services.

Staffing and Staff Quality

Many of those businesses do not have the financial skills to oversee the business or develop and implement the strategies necessary to manage and grow the business. These businesses often do not have the budget for a strong financial officer or team to control the back office every business needs to support the company and ensure its success.

What People Are Saying About Us Online

"Alan is one of the best construction CFO's I have ever worked with. Please consider this my highest recommendation. Your client could not do better."

Gary Giuletti

President, Lockton Companies

"It has been a pleasure working with you. You are a great asset to any organization and helped us get through a monumental transition."

Daniel Mladenovic

President, Dobco, Inc.

"Lori, Rich and the entire staff of CFO have given me the security blanket of knowing my finances are being taken care of each and every day. They honestly do care about my company's financial situation and go above and beyond to forecast and review our books each week. Communication was always a problem with other financial companies I used, but CFO answers an email/phone call promptly every time. After 10 years, I'm finally able to concentrate on running my business without worrying or trying to figure out our finances every day!"

Johnny Budz

President, Elite Sound Entertainment

"Thank you Alan, despite all the turmoil of the last 2 weeks and all that's been discovered I feel a sense of relief. I only wished I did this 5 years ago....never to old to learn.
On a professional note, I've worked with many many people over the last 40 years and you and your team are a pleasure to work with. I commend you on putting together a professional and no nonsense team...and genuinely nice people."

Lawrence Petretti

President of Petretti & Associates

Contact Us to Learn More About How You Can Benefit from CFO Strategies!